Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,507 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,467 |
ACTUARIAL BENEFITS CORP6+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 16 · EIN 20-1054428 | Consulting | $19,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,983 | $66,813+319.1% | $100,535+178.5% | $73,497+280.9% |
| Participation rate | 0.0% | 77.5%-77.5pp | 79.4%-79.4pp | 70.7%-70.7pp |
| Annual return | 17.01% | 25.70%-8.7pp | 30.90%-13.9pp | 28.51%-11.5pp |
| Employer contribution / active EE | $329 | $2,147-84.7% | $3,419-90.4% | $2,270-85.5% |
| Participant deferral / active EE | $6,675 | $5,883+13.5% | $6,271+6.4% | $3,740+78.5% |
| Admin fee / account holder | $1,062 | $512+107.3% | $8,085-86.9% | $513+106.9% |